Capital Group U.S. Small and Mid Cap ETF $CGMM Shares Bought by Coign Capital Advisors LLC

Coign Capital Advisors LLC lifted its position in shares of Capital Group U.S. Small and Mid Cap ETF (NYSEARCA:CGMM) by 9.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 254,941 shares of the company’s stock after acquiring an additional 22,572 shares during the quarter. Capital Group U.S. Small and Mid Cap ETF accounts for about 3.8% of Coign Capital Advisors LLC’s holdings, making the stock its 10th biggest position. Coign Capital Advisors LLC owned about 0.61% of Capital Group U.S. Small and Mid Cap ETF worth $7,352,000 at the end of the most recent reporting period.

Several other hedge funds have also recently bought and sold shares of CGMM. Thurston Springer Miller Herd & Titak Inc. acquired a new position in Capital Group U.S. Small and Mid Cap ETF during the fourth quarter worth $109,000. StoneCrest Wealth Management Inc. boosted its position in Capital Group U.S. Small and Mid Cap ETF by 11.2% during the fourth quarter. StoneCrest Wealth Management Inc. now owns 137,152 shares of the company’s stock worth $3,955,000 after purchasing an additional 13,779 shares in the last quarter. Balboa Wealth Partners grew its holdings in Capital Group U.S. Small and Mid Cap ETF by 15.6% in the fourth quarter. Balboa Wealth Partners now owns 15,117 shares of the company’s stock valued at $436,000 after purchasing an additional 2,038 shares during the last quarter. Tempus Wealth Planning LLC increased its position in shares of Capital Group U.S. Small and Mid Cap ETF by 11.0% in the fourth quarter. Tempus Wealth Planning LLC now owns 26,100 shares of the company’s stock valued at $753,000 after buying an additional 2,578 shares in the last quarter. Finally, Trinity Wealth Management LLC raised its stake in shares of Capital Group U.S. Small and Mid Cap ETF by 4.2% during the 4th quarter. Trinity Wealth Management LLC now owns 23,560 shares of the company’s stock worth $679,000 after buying an additional 949 shares during the last quarter.

Capital Group U.S. Small and Mid Cap ETF Price Performance

Capital Group U.S. Small and Mid Cap ETF stock opened at $29.70 on Friday. Capital Group U.S. Small and Mid Cap ETF has a 52 week low of $20.57 and a 52 week high of $31.65. The firm’s 50-day simple moving average is $30.29 and its 200 day simple moving average is $29.31. The firm has a market capitalization of $1.99 billion, a PE ratio of 21.71 and a beta of 1.27.

About Capital Group U.S. Small and Mid Cap ETF

The Capital Group U.S. Small and Mid Cap ETF (CGMM) is an exchange-traded fund that mostly invests in extended market equity. The fund is actively managed, investing primarily in equity-type securities of small and mid-cap companies in the US. The fund aims for capital growth CGMM was launched on Jan 14, 2025 and is issued by Capital Group.